Forefront Wealth Partners

Latest statistics and disclosures from Forefront Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by Forefront Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Forefront Wealth Partners

Forefront Wealth Partners holds 191 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 6.7 $27M +141% 340k 78.34
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Ishares Tr Core Us Aggbd Et (AGG) 4.7 $19M +78% 187k 100.25
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.2 $17M NEW 339k 49.46
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Ishares Tr Jpmorgan Usd Emg (EMB) 3.7 $15M NEW 153k 95.19
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First Tr Exchange-traded No Amer Energy (EMLP) 2.5 $9.9M NEW 259k 38.29
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Ishares Tr Msci Usa Mmentm (MTUM) 2.4 $9.7M +3156% 38k 256.45
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 2.4 $9.4M NEW 197k 47.74
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Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 2.3 $9.3M NEW 175k 53.28
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Ishares Tr Core S&p500 Etf (IVV) 2.3 $9.2M -49% 14k 669.29
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.3 $9.2M NEW 157k 58.85
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Spdr Series Trust Ftse Int Gvt Etf (WIP) 2.3 $9.0M NEW 230k 39.21
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Barclays Bank Djubs Cmdt Etn36 (DJP) 2.0 $7.8M NEW 219k 35.44
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Vanguard World Extended Dur (EDV) 1.9 $7.4M NEW 108k 68.45
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $7.4M +2349% 123k 59.92
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Ishares Tr Mbs Etf (MBB) 1.7 $6.8M NEW 72k 95.15
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Ishares Tr Tips Bd Etf (TIP) 1.6 $6.5M NEW 58k 111.22
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.6 $6.2M NEW 296k 20.93
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Schwab Strategic Tr Fundamental Intl (FNDF) 1.5 $5.9M +21% 138k 42.96
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $5.2M NEW 96k 54.18
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Microsoft Corporation (MSFT) 1.3 $5.0M -5% 9.7k 517.93
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.2 $4.8M +61% 138k 34.75
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Ishares Tr Core High Dv Etf (HDV) 1.2 $4.7M NEW 38k 122.45
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Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $4.6M NEW 39k 119.51
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NVIDIA Corporation (NVDA) 1.2 $4.6M +16% 25k 186.58
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Spdr Series Trust Portfli High Yld (SPHY) 1.1 $4.4M NEW 184k 23.94
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Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $4.4M NEW 48k 91.42
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Ishares Tr Msci Usa Min Vol (USMV) 1.1 $4.3M NEW 46k 95.14
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $4.3M +197% 136k 31.91
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Ishares Tr Glb Infrastr Etf (IGF) 1.1 $4.3M NEW 70k 61.12
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First Tr Exchange-traded Cap Strength Etf (FTCS) 1.0 $4.1M -26% 43k 93.64
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Ishares Tr Core S&p Us Vlu (IUSV) 1.0 $3.9M -22% 39k 99.95
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Spdr Series Trust Bloomberg Invt (FLRN) 0.9 $3.5M NEW 112k 30.86
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Amazon (AMZN) 0.9 $3.4M +11% 16k 219.57
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $3.1M NEW 30k 103.36
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Vanguard Index Fds Value Etf (VTV) 0.8 $3.1M NEW 17k 186.50
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.7 $3.0M NEW 64k 46.42
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.7 $2.9M 76k 38.02
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.7 $2.9M NEW 43k 67.26
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Ishares Tr Core Total Usd (IUSB) 0.7 $2.8M -8% 61k 46.71
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.7 $2.8M +14% 36k 76.01
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Ishares Tr S&p 500 Val Etf (IVE) 0.7 $2.7M +12% 13k 206.51
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Apple (AAPL) 0.7 $2.7M -5% 10k 254.65
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Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.6M -25% 29k 87.31
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.5M NEW 9.7k 254.28
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Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $2.4M +19% 37k 65.26
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $2.3M NEW 45k 51.09
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Broadcom (AVGO) 0.6 $2.2M +20% 6.7k 329.91
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $2.1M NEW 22k 96.46
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $2.1M +608% 49k 42.79
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Select Sector Spdr Tr Technology (XLK) 0.5 $2.1M -3% 7.3k 281.85
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Alphabet Cap Stk Cl C (GOOG) 0.5 $2.0M +14% 8.1k 243.53
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.0M NEW 3.0k 666.21
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Nushares Etf Tr Nuveen Dividend (NDVG) 0.5 $1.9M -45% 55k 35.51
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.9M NEW 41k 46.81
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Spdr Series Trust Portfolio S&p600 (SPSM) 0.5 $1.9M +245% 41k 46.32
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.8M -29% 64k 27.30
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Tesla Motors (TSLA) 0.4 $1.7M +3% 3.9k 444.72
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Venture Global Com Cl A (VG) 0.4 $1.7M NEW 118k 14.19
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.4 $1.7M -18% 11k 151.08
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Meta Platforms Cl A (META) 0.4 $1.7M +39% 2.3k 734.43
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.6M NEW 2.7k 600.37
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Ishares Cur Hd Msci Em (HEEM) 0.4 $1.6M NEW 48k 33.65
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Ishares Tr Rus Top 200 Etf (IWL) 0.4 $1.6M +63% 9.6k 166.10
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.6M 14k 111.47
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.5M -37% 3.3k 468.47
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.5M +47% 2.4k 612.38
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.4 $1.5M NEW 27k 54.76
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Etf Ser Solutions Lha Mkt St Tactl (MSTB) 0.4 $1.4M NEW 36k 39.77
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.4M -13% 4.8k 293.72
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Spdr Series Trust Port Mtg Bk Etf (SPMB) 0.3 $1.3M NEW 59k 22.44
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Spdr Series Trust Bloomberg High Y (JNK) 0.3 $1.3M NEW 13k 97.99
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $1.2M -29% 3.6k 326.32
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Ishares Gold Tr Ishares New (IAU) 0.3 $1.2M NEW 16k 72.77
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First Tr Exchange-traded Indxx Nextg Etf (NXTG) 0.3 $1.2M -6% 11k 103.58
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Ishares Tr Msci Intl Qualty (IQLT) 0.3 $1.1M -33% 25k 44.19
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Advanced Micro Devices (AMD) 0.3 $1.1M -5% 6.6k 161.79
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.0M -4% 3.1k 328.22
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Pacer Fds Tr Us Small Cap Cas (CALF) 0.3 $1.0M NEW 24k 43.78
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Ishares Tr National Mun Etf (MUB) 0.3 $1.0M -48% 9.6k 106.49
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Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $1.0M +270% 18k 55.71
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Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $996k NEW 18k 55.87
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Uber Technologies (UBER) 0.2 $969k -26% 9.9k 97.97
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Ge Aerospace Com New (GE) 0.2 $953k +22% 3.2k 300.84
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $950k NEW 15k 65.00
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Astera Labs (ALAB) 0.2 $928k NEW 4.7k 195.80
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $919k +64% 5.1k 179.29
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NextNRG (NXXT) 0.2 $917k NEW 501k 1.83
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Marvell Technology (MRVL) 0.2 $902k +37% 11k 84.07
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $902k -67% 7.6k 118.82
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $882k +48% 911.00 968.09
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S&p Global (SPGI) 0.2 $869k -48% 1.8k 486.71
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Ishares Tr U.s. Finls Etf (IYF) 0.2 $864k +123% 6.8k 126.64
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Micron Technology (MU) 0.2 $859k +9% 5.1k 167.34
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UnitedHealth (UNH) 0.2 $796k +107% 2.3k 345.30
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $789k NEW 16k 50.27
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Servicenow (NOW) 0.2 $768k -7% 835.00 920.28
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $752k NEW 9.3k 81.19
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Mastercard Incorporated Cl A (MA) 0.2 $748k -16% 1.3k 568.90
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $747k NEW 7.7k 96.55
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $741k NEW 18k 42.13
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Kurv Etf Tr Technology Titan (KQQQ) 0.2 $722k -14% 25k 29.15
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Vertiv Holdings Com Cl A (VRT) 0.2 $722k NEW 4.8k 150.86
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MercadoLibre (MELI) 0.2 $706k +9% 302.00 2336.94
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salesforce (CRM) 0.2 $699k -4% 3.0k 237.08
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Palo Alto Networks (PANW) 0.2 $689k +16% 3.4k 203.62
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Thermo Fisher Scientific (TMO) 0.2 $673k +52% 1.4k 485.07
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Visa Com Cl A (V) 0.2 $672k +23% 2.0k 341.35
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Cadence Design Systems (CDNS) 0.2 $660k +8% 1.9k 351.26
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First Tr Exchange-traded Vest Investment (LQTI) 0.2 $659k NEW 32k 20.41
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Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.2 $649k NEW 12k 56.45
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $649k -52% 4.7k 139.16
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Arista Networks Com Shs (ANET) 0.2 $645k NEW 4.4k 145.71
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First Tr Exchange-traded Ft Vest Ris (RDVI) 0.2 $637k NEW 25k 25.85
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Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.2 $634k NEW 32k 19.83
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Ishares Ethereum Tr SHS (ETHA) 0.2 $628k NEW 20k 31.51
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.2 $608k NEW 12k 49.31
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Ge Vernova (GEV) 0.2 $604k NEW 982.00 614.91
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Oracle Corporation (ORCL) 0.1 $596k +35% 2.1k 281.28
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $578k NEW 6.5k 89.37
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Truist Financial Corp equities (TFC) 0.1 $573k 13k 45.72
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Eli Lilly & Co. (LLY) 0.1 $566k +35% 741.00 763.28
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Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.1 $562k NEW 8.5k 66.21
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $551k NEW 8.0k 68.81
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Eaton Corp SHS (ETN) 0.1 $545k NEW 1.5k 374.14
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Ishares Core Msci Emkt (IEMG) 0.1 $531k -65% 8.1k 65.92
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Bank of America Corporation (BAC) 0.1 $486k +25% 9.4k 51.58
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.1 $475k NEW 7.1k 67.29
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Abbott Laboratories (ABT) 0.1 $468k NEW 3.5k 133.93
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $458k NEW 7.8k 58.72
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $457k NEW 4.1k 112.12
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Vaneck Etf Trust Digi Transfrm (DAPP) 0.1 $454k NEW 21k 21.75
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $452k +37% 1.6k 279.29
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $447k -46% 3.6k 125.95
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The Trade Desk Com Cl A (TTD) 0.1 $447k NEW 9.1k 49.01
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Kkr & Co (KKR) 0.1 $444k NEW 3.4k 129.96
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Freeport-mcmoran CL B (FCX) 0.1 $443k NEW 11k 39.22
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Nextera Energy (NEE) 0.1 $442k NEW 5.9k 75.50
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Spdr Series Trust Nuveen Ice Short (SHM) 0.1 $432k NEW 9.0k 48.22
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Ishares Tr Blockchain & Tec (IBLC) 0.1 $423k NEW 7.6k 55.39
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Medtronic SHS (MDT) 0.1 $408k NEW 4.3k 95.23
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Ametek (AME) 0.1 $404k -14% 2.1k 188.01
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $391k +6% 2.6k 148.61
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Proshares Tr Pshs Ultruss2000 (UWM) 0.1 $368k NEW 7.9k 46.36
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $365k NEW 8.8k 41.58
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Rezolve Ai Ord Shs (RZLV) 0.1 $365k NEW 73k 4.98
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Intuitive Surgical Com New (ISRG) 0.1 $357k NEW 798.00 447.23
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $355k NEW 16k 21.96
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Edwards Lifesciences (EW) 0.1 $349k NEW 4.5k 77.77
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Onto Innovation (ONTO) 0.1 $335k NEW 2.6k 129.22
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $327k +8% 667.00 490.38
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Pfizer (PFE) 0.1 $327k NEW 13k 25.48
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Regeneron Pharmaceuticals (REGN) 0.1 $326k NEW 579.00 562.58
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Boeing Company (BA) 0.1 $319k -2% 1.5k 215.83
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Incyte Corporation (INCY) 0.1 $318k NEW 3.7k 84.81
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Mongodb Cl A (MDB) 0.1 $308k NEW 991.00 310.38
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Spdr Gold Tr Gold Shs (GLD) 0.1 $300k NEW 845.00 355.47
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Red Cat Hldgs (RCAT) 0.1 $300k NEW 29k 10.35
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $297k NEW 3.8k 78.91
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Vanguard World Inf Tech Etf (VGT) 0.1 $293k NEW 393.00 746.63
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Danaher Corporation (DHR) 0.1 $292k NEW 1.5k 198.24
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $292k NEW 3.8k 76.72
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Datadog Cl A Com (DDOG) 0.1 $289k +31% 2.0k 142.40
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $272k NEW 2.6k 104.51
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Snowflake Com Shs (SNOW) 0.1 $268k NEW 1.2k 225.55
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Bank Ozk (OZK) 0.1 $261k 5.1k 50.98
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Deere & Company (DE) 0.1 $258k +4% 564.00 457.34
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Chevron Corporation (CVX) 0.1 $252k NEW 1.6k 155.25
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Blackstone Group Inc Com Cl A (BX) 0.1 $250k NEW 1.5k 170.88
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Corning Incorporated (GLW) 0.1 $248k NEW 3.0k 82.03
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $247k NEW 491.00 502.74
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Anthem (ELV) 0.1 $247k -17% 763.00 323.23
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Spdr Series Trust S&p Metals Mng (XME) 0.1 $233k NEW 2.5k 93.20
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Abbvie (ABBV) 0.1 $227k -30% 978.00 231.67
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Applovin Corp Com Cl A (APP) 0.1 $226k NEW 314.00 718.54
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Northrop Grumman Corporation (NOC) 0.1 $225k NEW 369.00 610.05
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Zoetis Cl A (ZTS) 0.1 $223k -3% 1.5k 146.33
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $222k NEW 1.2k 189.70
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McDonald's Corporation (MCD) 0.1 $222k -37% 729.00 303.89
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $218k NEW 2.4k 89.77
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $217k NEW 3.8k 57.47
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Safe Pro Group (SPAI) 0.1 $214k NEW 31k 7.02
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AeroVironment (AVAV) 0.1 $206k NEW 655.00 314.89
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Boston Scientific Corporation (BSX) 0.1 $206k NEW 2.1k 97.63
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Exxon Mobil Corporation (XOM) 0.1 $205k -32% 1.8k 112.71
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Soundhound Ai Class A Com (SOUN) 0.0 $190k NEW 12k 16.08
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Zura Bio Class A Ord Shs (ZURA) 0.0 $93k NEW 22k 4.33
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Annexon (ANNX) 0.0 $82k NEW 27k 3.05
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Nkarta (NKTX) 0.0 $82k NEW 40k 2.07
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Geron Corporation (GERN) 0.0 $72k NEW 52k 1.37
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Mereo Biopharma Group Spon Ads (MREO) 0.0 $68k NEW 33k 2.06
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Cytomx Therapeutics (CTMX) 0.0 $58k NEW 18k 3.19
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Past Filings by Forefront Wealth Partners

SEC 13F filings are viewable for Forefront Wealth Partners going back to 2025